+322.1%
CORZ vs AEE
+79.5%
+242.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +1.1% |
| 7D | +23.5% | +1.7% | +21.8% | +23.8% |
| 30D | +7.5% | +9.7% | -2.3% | +8.8% |
| 3M | -26.6% | +5.9% | -32.5% | -25.9% |
| 6M | -39.5% | +6.7% | -46.2% | -38.8% |
| YTD | -0.3% | +17.4% | -17.6% | +0.6% |
| 1Y | -4.2% | +12.7% | -16.9% | -3.2% |
| All | +322.1% | +79.5% | +242.6% | +467.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AEE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling